0001606587-18-000503.txt : 20180717 0001606587-18-000503.hdr.sgml : 20180717 20180717135611 ACCESSION NUMBER: 0001606587-18-000503 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180717 DATE AS OF CHANGE: 20180717 EFFECTIVENESS DATE: 20180717 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BlueSky Wealth Advisors, LLC CENTRAL INDEX KEY: 0001704107 IRS NUMBER: 200092155 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18007 FILM NUMBER: 18956171 BUSINESS ADDRESS: STREET 1: 2131 S. GLENBURNIE ROAD STREET 2: SUITE 8 CITY: NEW BERN STATE: NC ZIP: 28562 BUSINESS PHONE: 252-633-0107 MAIL ADDRESS: STREET 1: 2131 S. GLENBURNIE ROAD STREET 2: SUITE 8 CITY: NEW BERN STATE: NC ZIP: 28562 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001704107 XXXXXXXX 06-30-2018 06-30-2018 false BlueSky Wealth Advisors, LLC

2131 S. Glenburnie Road Suite 8 New Bern NC 28562

13F HOLDINGS REPORT 028-18007 N David L. Blain 252-633-0107 x111 David L. Blain New Bern NC 07-10-2018 0 55 261651 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TR CORE S&P SCP ETF 464287804 4674 56000 SH SOLE NONE 0 0 56000 ISHARES TR SP SMCP600VL ETF 464287879 468 2865 SH SOLE NONE 0 0 2865 ISHARES TR S&P 500 VAL ETF 464287408 991 8996 SH SOLE NONE 0 0 8996 ISHARES TR CORE S&P500 ETF 464287200 5561 20365 SH SOLE NONE 0 0 20365 ISHARES TR RUSSELL 2000 ETF 464287655 238 1451 SH SOLE NONE 0 0 1451 ISHARES TR U.S. REAL ES ETF 464287739 3076 38168 SH SOLE NONE 0 0 38168 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 342 962 SH SOLE NONE 0 0 962 SPDR S&P 500 ETF TR TR UNIT 78462F103 2340 8625 SH SOLE NONE 0 0 8625 AT&T INC COM 00206R102 272 8478 SH SOLE NONE 0 0 8478 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 1296 19397 SH SOLE NONE 0 0 19397 APPLIED MATLS INC COM 038222105 479 10377 SH SOLE NONE 0 0 10377 GILEAD SCIENCES INC COM 375558103 231 3267 SH SOLE NONE 0 0 3267 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1464 10423 SH SOLE NONE 0 0 10423 APPLE INC COM 037833100 1435 7754 SH SOLE NONE 0 0 7754 KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 257 6070 SH SOLE NONE 0 0 6070 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2578 61101 SH SOLE NONE 0 0 61101 ISHARES TR CORE US AGGBD ET 464287226 11869 111638 SH SOLE NONE 0 0 111638 ISHARES TR TIPS BD ETF 464287176 3974 35208 SH SOLE NONE 0 0 35208 ALPHABET INC CAP STK CL A 02079K305 392 347 SH SOLE NONE 0 0 347 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 593 7277 SH SOLE NONE 0 0 7277 VANGUARD INDEX FDS SMALL CP ETF 922908751 1086 6975 SH SOLE NONE 0 0 6975 8X8 INC NEW COM 282914100 436 21760 SH SOLE NONE 0 0 21760 DOLBY LABORATORIES INC COM 25659T107 517 8383 SH SOLE NONE 0 0 8383 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1317 10559 SH SOLE NONE 0 0 10559 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 6378 162957 SH SOLE NONE 0 0 162957 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 306 5902 SH SOLE NONE 0 0 5902 ISHARES TR 1 3 YR CR BD ETF 464288646 1047 10096 SH SOLE NONE 0 0 10096 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 282 3557 SH SOLE NONE 0 0 3557 ISHARES TR INTL SEL DIV ETF 464288448 462 14405 SH SOLE NONE 0 0 14405 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 827 19288 SH SOLE NONE 0 0 19288 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 15420 133613 SH SOLE NONE 0 0 133613 INVESCO EXCHNG TRADED FD TR EMRNG MKT SVRG 46138E784 8788 331383 SH SOLE NONE 0 0 331383 ISHARES TR JPMORGAN USD EMG 464288281 6761 63319 SH SOLE NONE 0 0 63319 ISHARES TR INTL DEV RE ETF 464288489 456 15639 SH SOLE NONE 0 0 15639 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 440 6673 SH SOLE NONE 0 0 6673 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 8527 258002 SH SOLE NONE 0 0 258002 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 21630 332828 SH SOLE NONE 0 0 332828 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 43488 556829 SH SOLE NONE 0 0 556829 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 12708 172738 SH SOLE NONE 0 0 172738 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 2089 39323 SH SOLE NONE 0 0 39323 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 377 10447 SH SOLE NONE 0 0 10447 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 9508 367246 SH SOLE NONE 0 0 367246 SCHWAB STRATEGIC TR US TIPS ETF 808524870 7071 128780 SH SOLE NONE 0 0 128780 SCHWAB STRATEGIC TR US REIT ETF 808524847 8462 202537 SH SOLE NONE 0 0 202537 INVESCO EXCHNG TRADED FD TR SR LN ETF 46138G508 23269 1016093 SH SOLE NONE 0 0 1016093 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 17046 336621 SH SOLE NONE 0 0 336621 SPLUNK INC COM 848637104 590 5951 SH SOLE NONE 0 0 5951 WORKDAY INC CL A 98138H101 237 1955 SH SOLE NONE 0 0 1955 ISHARES INC CORE MSCI EMKT 46434G103 3919 74630 SH SOLE NONE 0 0 74630 ISHARES TR CORE MSCI EAFE 46432F842 2726 43023 SH SOLE NONE 0 0 43023 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 9574 174989 SH SOLE NONE 0 0 174989 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 1111 37599 SH SOLE NONE 0 0 37599 ALPHABET INC CAP STK CL C 02079K107 384 344 SH SOLE NONE 0 0 344 ISHARES TR CORE TOTAL USD 46434V613 1304 26414 SH SOLE NONE 0 0 26414 SNAP INC CL A 83304A106 578 44159 SH SOLE NONE 0 0 44159